Gianotti Wealth Advisory offers personalized portfolio management, financial planning, and pension consulting services. Gianotti Wealth Advisory designs investment portfolios aligned with each client's specific goals, time horizon, and risk tolerance using a mix of fundamental and quantitative analysis alongside modern portfolio theory. In addition to investment management, Gianotti Wealth Advisory provides comprehensive financial planning covering retirement, taxes, life insurance, college savings, and debt management. Gianotti Wealth Advisory serves individuals, high-net-worth clients, corporations, and employee benefit plans.
Assets Under Management$49M
Clients84
Advisors1
Avg. per Client$590K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are generally negotiable. Grandfathered clients may be charged a different single rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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